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Monthly Archives: June 2011

Tame Wholesale Inflation Via PPI, Retail Inflation May Still Be Transitory

Posted: June 14, 2011 at 8:43 am

Inflation is transitory... That is what you are told over and over by the likes of Ben Bernanke and friends at the Federal Reserve.  The reading of wholesale inflation, ...
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Top Analyst Upgrades & Downgrades (WIFI, COG, CSCO, CPWM, DMD, DRYS, GS, GMCR, JDSU, JNPW, WFR, MS, SPWRA, WBC, WEN, YUM, ZION)

Posted: June 14, 2011 at 8:26 am

These are some of the top analyst upgrades, downgrades, and initiations seen from Wall Street research calls this Tuesday morning. Boingo Wireless, Inc. (NASDAQ: WIFI) Started as Outperform at William ...
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Why Dividend Investors Should Consider Chesapeake After Its Hike (CHK)

Posted: June 14, 2011 at 7:45 am

When yesterday's news about a dividend hike surfaced from Chesapeake Energy Corporation (NYSE: CHK), our first thought was that the hike was too much at a time when natural gas ...
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IMF Age Discrimination

Posted: June 14, 2011 at 6:44 am

The IMF board decided that Israel's central banker, Stanley Fischer, cannot be a candidate to become its new chief. He is 67 and the age limit for the job is ...
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Hewlett-Packard Changes Management But Not Strategy

Posted: June 14, 2011 at 6:38 am

Any CEO can change his management team. But, chess is not won by the use of new pieces. It is won by a  strategy of attack and defense. Hewlett-Packard's hapless ...
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Inflation Runs Wild In India And China

Posted: June 14, 2011 at 6:31 am

Inflation in India in May was 9.06%. The figure for China in the same month was 5.5%. The two nations have roughly 2.5 billion people between them compared to a ...
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Media Digest (6/14/2011) Reuters, WSJ, NYT, FT, Bloomberg

Posted: June 14, 2011 at 6:26 am

Hackers broke into Senate computers. (Reuters) Chinese inflation hit a 34-month high last month. (Reuters) A slow economy could affect debt talks between the Republicans and Democrats. (Reuters) Oil moved ...
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American Companies Burned Worst By The Media

Posted: June 14, 2011 at 4:43 am

One school of thought about negative publicity is that its impact dissipates over time. It is hard to disprove that theory, especially in the case of large companies.  And sometimes ...
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Kinder Morgan Energy Partners Raising Capital (KMP)

Posted: June 13, 2011 at 4:40 pm

Kinder Morgan Energy Partners, L.P. (NYSE: KMP) is currently halted after the close.  The L.P. has filed plans with the SEC fot an underwritten public secondary offering of some 6,700,000 ...
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Changing Implied Default Criteria To Create Formal Defaults, PIGS & PIIGS (AIB, IRE, NBG)

Posted: June 13, 2011 at 4:12 pm

The ratings agencies and outside groups are now saying that Greece is in default, like it or not.  Now let's go ahead and throw in Irish banks as well, with ...
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Commodities Watch: Nickel Stockpile A Growing Concern (VALE, BHP, XSRAY, TC, GMO, JJN)

Posted: June 13, 2011 at 3:06 pm

An organization called the International Nickel Study Group is projecting a 60,000 metric ton surplus of nickel by the end of 2011, compared with a shortage of 30,000 metric tons ...
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S&P Cuts Greece, So It May Finally Be Rescued

Posted: June 13, 2011 at 2:51 pm

Greece says it will not, under any circumstances, default. S&P believe otherwise. It dropped its sovereign debt rating on the southern European nation by three notches. In the announcement the ...
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Is Investor Bearishness Overstated? Or Overrated?

Posted: June 13, 2011 at 2:47 pm

Investors and economists vary on how much credence they are willing to give to any single survey.   The excessive bearishness of last week's AAII survey  came  as  the Dow ...
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Alt-Energy Watch: Grid Parity, or M&A, Coming for Solar (LDK, FSLR, JKS, TAN, SPWRA, TOT)

Posted: June 13, 2011 at 1:19 pm

Last week we noted that parity pricing for solar PV generation was approaching much more quickly than anticipated.  Usually called "grid parity," the term refers to the day when the ...
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Five Star Quality Care, When Secondary Offerings Take Out Too Much (FVE)

Posted: June 13, 2011 at 12:54 pm

Five Star Quality Care Inc. (NYSE: FVE) is not a company that many investors know very much about.  After the move we have seen over the last year, and then ...
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